Before you choose your advisor, ask yourself why you are coming to us in the first place. Do you have a specific problem, or goal in mind? Are you planning for retirement, and not sure where to begin or what the stock market is all about? Or are you looking for guidance and assurance that you and your family finances will be okay? There are several reasons to collaborate with a financial advisor. With my clients, we discuss this during our first few meetings as we develop a relationship filled with trust and confidence. We begin by things that are on your mind, and then I help identify goals that you might have not thought about. After that, we map these out onto your personal investment plan and communicate throughout the year. Our new relationships are often relationships for life. A huge part of what makes me a successful advisor is that I love to help people and have been that way since I can remember.
I am a family man backed by my better half, Lindsey, who is a school nurse, and my boys Jack and Owen. We go outside a lot and hang in our backyard swimming, playing baseball, hide and seek, playing on our bounce house, or just relaxing by the grill. We enjoy going to Hershey Park, Rehoboth Beach, and Lake Harmony in the summertime. I also enjoy a round of golf every now and then and enjoy lifting and running as much as I can. I try to attend at least one Phillies, Eagles, and Flyers game a season with family and friends. I root for Penn State football in the fall.
When I’m not in the office, you can find me on the golf course struggling to find my ball in the rough. I enjoy running and hiking all throughout the county with my dog, Carson. I try to attend at least one Phillies, Eagles, and Flyers game a season with my family and friends. Every college football season, I can be found in Happy Valley with family and friends tailgating and watching Penn State Football.
I hold a bachelor's degree in Economics from Penn State University, and double MBA in Finance and Marketing from La Salle University, graduating Magna Cum Laude. I am part of the Penn State Alumni Association, the La Salle Alumni Association, and was a volunteer in the Big Brothers Big Sisters Program. I serve on the PIMS (PHI Investment Management Services) Board for Presbyterian Senior Living, a not-for-profit organization providing retirement and senior care services. In addition to that, I also volunteer my time as the Fundraiser Coordinator for the Special Olympics in Lebanon County.
I want to help make sure your financial goals are accomplished. Together, we can do just that
I hold a bachelor's degree in Economics from Penn State University, and double MBA in Finance and Marketing from La Salle University, graduating Magna Cum Laude. I am part of the Penn State Alumni Association, the La Salle Alumni Association, and was a volunteer in the Big Brothers Big Sisters Program. I serve on the PIMS (PHI Investment Management Services) Board for Presbyterian Senior Living, a not-for-profit organization providing retirement and senior care services. In addition to that, I also volunteer my time as the Fundraiser Coordinator for the Special Olympics in Lebanon County.
I want to help make sure your financial goals are accomplished. Together, we can do just that